See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS2 years Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $17,482 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,254 | $51,821-26.2% | $93,606-59.1% | - |
| Participation rate | 78.8% | 67.7%+11.1pp | 68.7%+10.1pp | - |
| Annual return | 21.99% | 11.30%+10.7pp | 133.20%-111.2pp | - |
| Employer contribution / active EE | $1,402 | $1,278+9.7% | $2,420-42.1% | - |
| Participant deferral / active EE | $2,284 | $3,260-29.9% | $4,411-48.2% | - |
| Admin fee / account holder | $329 | $4,565-92.8% | $8,285-96.0% | - |